Relationships Role Relationship Start Relationship End
Jpmorgan Chase & Co. Parent 7/1/2004 9/21/2006
Bank One Corporation Parent 8/15/2002 6/30/2004
Banc One Life Reinsurance Company Subsidary 12/1/2002 9/21/2006
Chase Insurance Agency, Inc. Subsidary 8/15/2002 9/21/2006
Congress Insurance Agency, Inc. Subsidary 12/1/2002 9/21/2006
Banc One Insurance Company Subsidary 12/1/2002 9/21/2006
Congress Life Insurance Company Subsidary 6/1/2004 9/21/2006
Investors Brokerage Services Insurance Agency, Inc. Subsidary 9/3/2003 9/21/2006
Pmg Life Agency, Inc. Subsidary 9/3/2003 9/21/2006
Pmg Marketing, Inc. Subsidary 9/3/2003 9/21/2006
Chase Insurance Direct Agency, Inc. Of Massachusetts Subsidary 7/3/2006 9/21/2006
Chase Insurance Life And Annuity Company Subsidary 9/3/2003 7/3/2006
Investors Brokerage Services, Inc. Subsidary 9/3/2003 7/3/2006
Pmg Asset Management, Inc. Subsidary 9/3/2003 7/3/2006
Pmg Securities Corporation Subsidary 9/3/2003 7/3/2006
Chase Insurance Direct, Inc. Subsidary 9/3/2003 7/3/2006
Chase Insurance Life Company Subsidary 9/3/2003 11/17/2003
Acquisitions & Mergers Role Assets Acct Method Type Transaction Date
J.P. Morgan Insurance Holdings, L.L.C. Buyer Discontinued 9/22/2006